Happy New Year! Who is this article for? As we enter another new year, with more new year’s resolutions and plans, we wanted to touch on an important topic to factor into your financial fitness regimen: the Emergency Reserve Fund. This is such a critical step...
Year End “To-Do’s” for the Self Employed As the end of the year approaches, a self-employed business person should consider the following: Should I take advantage of a qualified tax deduction through my business? Are my “books” in order? Is my tax structure the...
“Should I pay off my mortgage?” “Resoundedly, the answer is…YES!” Paying off your mortgage can have some major bonuses. Check out what Jason and Paul have to say in this episode of Allgen’s #MoneyMinute. Want to keep...
Am I “House Poor”? How do I avoid being “House Poor”? In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán discuss the idea of being house poor and what it means. They also give good metrics to help you figure out if...
State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk...
